Feed / Theme
Confirmed

Wireless Technology Solutions

5 names are moving together; 60% are participating in the current session.

Co-movement

Observed member paths adjusted against SPY. Shading marks the latest observation window.

Members

TICKERCompanySectorTodayObserved activity
VUZIVuzix CorporationTechnology-8.4%Group member
INSGInseego Corp.Technology-5.3%Group member
WLDNWilldan Group, Inc.Industrials-1.1%Group member
CPSHCPS Technologies Corp.Technology-4.8%Group member
VIVOVivoPower PLCTechnology-13.0%Most structurally connected

Why we believe this

Cohort

5 names

Participation

60% this session

Observed history

1 daily builds

Filing coverage

4/5 members

demand / volume affecting revenue

While we have a number of ongoing production orders generating significant revenue, we also have many new product opportunities which could lead to significant production orders in new product lines in the future.

CPSH 10-K

credit / rates affecting expense

Net cash used in financing activities during the year ended December 31, 2024 is primarily comprised of cash outflows of $33.8 million from the repurchases of a portion of our convertible notes, $19.5 million from the full repayment of the Company’s Short-Term Loan and $4.9 million from the voluntary early termination and repayment of our revolving credit facility, partially offset by cash inflows of $19.4 million from the issuance of the Short-Term Loan, net of debt issuance costs.

INSG 10-K

product pipeline / R&D affecting expense

The decrease in research and development expenses was primarily due to more research and development projects that were capitalizable during the three months ended September 30, 2025, which resulted in a lower percentage of research and development costs being recorded as operating expenses, and decreased annual incentive bonus accruals, partially offset by increased outside services costs related to the Company’s increased development efforts for its next line of products.

INSG 10-Q

This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.

Connected, outside the group

KOPN

VUZIsupplier · Not moving with the group now

Filing receipt · KOPN / VUZI

Forte was originally owned and controlled by Kopin Corporation, one of our prior microdisplay suppliers.

VUZI · supplier
SONY

VUZIsupplier · Not moving with the group now

Filing receipt · SONY / VUZI

We currently source microdisplays from Sony Corporation, Jade Bird Display, and Texas Instruments and regularly and actively evaluate new suppliers of compact display en…

VUZI · supplier
TMUS

INSGpartner · Not moving with the group now

Filing receipt · TMUS / INSG

These mobile operators include T-Mobile, Verizon Wireless, and AT&T in the United States, Rogers and Telus in Canada, and various companies in other vertical markets Fix…

INSG · partner
VZ

INSGpartner · Not moving with the group now

Filing receipt · VZ / INSG

These mobile operators include T-Mobile, Verizon Wireless, and AT&T in the United States, Rogers and Telus in Canada, and various companies in other vertical markets Fix…

INSG · partner
TXN

VUZIsupplier · Not moving with the group now

Filing receipt · TXN / VUZI

We currently source microdisplays from Sony Corporation, Jade Bird Display, and Texas Instruments and regularly and actively evaluate new suppliers of compact display en…

VUZI · supplier

History

2026-07-135 names in the durable cohort